ABD\u2019de bug\u00fcn a\u00e7\u0131klanacak tar\u0131m d\u0131\u015f\u0131 istihdam verisi \u00f6ncesinde piyasalar, istihdam art\u0131\u015f\u0131n\u0131n yan\u0131 s\u0131ra \u00fccretlerdeki seyri de yak\u0131ndan izliyor. Son ISM imalat endeksinde fiyatlar bile\u015feninin 71,1\u2019den 77,9\u2019a y\u00fckselmesi, enflasyon kayg\u0131lar\u0131n\u0131 yeniden \u00f6ne \u00e7\u0131kard\u0131.<\/p>\n
10 y\u0131ll\u0131k ABD tahvil faizi d\u00fcn y\u00fczde 5,34\u2019e kadar \u00e7\u0131karak 2002\u2019den bu yana en y\u00fcksek seviyesini g\u00f6rd\u00fckten sonra bug\u00fcn yakla\u015f\u0131k y\u00fczde 5,23\u2019e geriledi. 10 y\u0131ll\u0131k Alman tahvil faizi de yakla\u015f\u0131k y\u00fczde 3,43\u2019e inerken, \u00f6nceki g\u00fcnlerde g\u00f6r\u00fclen y\u00fczde 3,65 civar\u0131ndaki seviyelerin alt\u0131na \u00e7ekildi.<\/p>\n
Tahvil getirilerindeki geri \u00e7ekilme, Avrupa hisselerine ve ABD vadeli i\u015flemlerine al\u0131m getirdi; DAX y\u00fczde 1,1, CAC 40 y\u00fczde 1 y\u00fckselirken S&P 500 vadeli kontratlar\u0131 yakla\u015f\u0131k y\u00fczde 0,5 art\u0131da i\u015flem g\u00f6rd\u00fc. Piyasalarda, uzun vadeli faizlerin neredeyse her seansta y\u00fckselmesinin de\u011ferlemeler, bor\u00e7lanma maliyetleri ve para politikas\u0131 g\u00f6r\u00fcn\u00fcm\u00fcn\u00fc yeniden fiyatlamaya zorlad\u0131\u011f\u0131 g\u00f6r\u00fc\u015f\u00fc \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n
ABD istihdam raporunda g\u00fc\u00e7l\u00fc bir veri ve daha s\u0131k\u0131 \u00fccret art\u0131\u015f\u0131, tahvil faizleri \u00fczerinde yeniden yukar\u0131 y\u00f6nl\u00fc bask\u0131 kurabilir ve hisse senetlerindeki toparlanmay\u0131 test edebilir. Piyasa beklentisi eyl\u00fclde 90 bin yeni istihdam ve i\u015fsizlik oran\u0131n\u0131n y\u00fczde 4,1\u2019de kalmas\u0131 y\u00f6n\u00fcnde, ortalama saatlik kazan\u00e7lar\u0131n ise ayl\u0131k y\u00fczde 0,3 ve y\u0131ll\u0131k y\u00fczde 3,2 artmas\u0131 bekleniyor.<\/p>\n
Zay\u0131f bir istihdam tablosu ise tahvil getirilerindeki geri \u00e7ekilmeyi uzat\u0131p risk i\u015ftah\u0131na bir miktar daha alan a\u00e7abilir. Ancak 1 veri seti, uzun vadeli tahvil piyasas\u0131n\u0131 bask\u0131layan kal\u0131c\u0131 enflasyon, artan mali a\u00e7\u0131k ve bor\u00e7 arz\u0131 riskleri ile y\u00fckselen vade primi gibi daha geni\u015f yap\u0131sal unsurlar\u0131 de\u011fi\u015ftirmeye yetmeyebilir.<\/p>\n","protected":false},"excerpt":{"rendered":"
ABD\u2019de bug\u00fcn a\u00e7\u0131klanacak tar\u0131m d\u0131\u015f\u0131 istihdam verisi \u00f6ncesinde piyasalar, istihdam art\u0131\u015f\u0131n\u0131n yan\u0131 s\u0131ra \u00fccretlerdeki seyri de yak\u0131ndan izliyor. Son ISM<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"colormag_page_container_layout":"default_layout","colormag_page_sidebar_layout":"default_layout","fxk_merge_backup":"[{\"ts\":\"2026-10-02 10:01:39\",\"content\":\"ABD\\u2019de bug\\u00fcn a\\u00e7\\u0131klanacak tar\\u0131m d\\u0131\\u015f\\u0131 istihdam verisi \\u00f6ncesinde piyasalar bu kez sadece istihdam art\\u0131\\u015f\\u0131n\\u0131 de\\u011fil, \\u00fccretlerdeki seyri de yak\\u0131ndan izliyor. Son ISM imalat endeksinde fiyatlar bile\\u015feninin 71,1\\u2019den 77,9\\u2019a y\\u00fckselmesi, enflasyon kayg\\u0131lar\\u0131n\\u0131 yeniden \\u00f6ne \\u00e7\\u0131kard\\u0131.\\nPiyasa beklentisi eyl\\u00fclde 90 bin yeni istihdam ve i\\u015fsizlik oran\\u0131n\\u0131n y\\u00fczde 4,1\\u2019de kalmas\\u0131 y\\u00f6n\\u00fcnde. Ortalama saatlik kazan\\u00e7lar\\u0131n ayl\\u0131k y\\u00fczde 0,3, y\\u0131ll\\u0131k y\\u00fczde 3,2 artmas\\u0131 bekleniyor.\\n10 y\\u0131ll\\u0131k ABD tahvil faizi d\\u00fcn k\\u0131sa s\\u00fcreli\\u011fine y\\u00fczde 5,34\\u2019e \\u00e7\\u0131karak 2002\\u2019den bu yana en y\\u00fcksek seviyesini g\\u00f6rd\\u00fc. G\\u00fc\\u00e7l\\u00fc \\u00fccret verisi ve diren\\u00e7li istihdam, Fed\\u2019e ili\\u015fkin ek faiz art\\u0131\\u015f\\u0131 beklentilerini yeniden canland\\u0131rabilir.\\n\\ud83d\\udcca Piyasa Etkisi: Veri beklentiden g\\u00fc\\u00e7l\\u00fc gelirse dolar ve tahvil faizlerinde y\\u00fckseli\\u015f bask\\u0131s\\u0131 s\\u00fcrebilir; zay\\u0131f bir istihdam tablosu ise faiz art\\u0131\\u015f\\u0131 beklentilerini bir miktar geri \\u00e7ekebilir. Ancak \\u00fccret art\\u0131\\u015f\\u0131 beklenenden s\\u0131cak kal\\u0131rsa, piyasalar bunu enflasyon a\\u00e7\\u0131s\\u0131ndan daha \\u015fahin bir sinyal olarak fiyatlayabilir.\\n\"}]","footnotes":""},"categories":[8],"tags":[2767,952,183],"class_list":["post-25831","post","type-post","status-publish","format-standard","hentry","category-son-dakikalar","tag-abd-istihdam-verisi","tag-abd-tahvilleri","tag-tarim-disi-istihdam"],"_links":{"self":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/25831","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=25831"}],"version-history":[{"count":2,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/25831\/revisions"}],"predecessor-version":[{"id":25950,"href":"https:\/\/fxknews.com\/index.php?rest_route=\/wp\/v2\/posts\/25831\/revisions\/25950"}],"wp:attachment":[{"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=25831"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=25831"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fxknews.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=25831"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}